Job Detail: web id: 898, Job Ref: T009865

Customer Service Admin (6 mnths)

Type: Temporary

Hours: Full Time

Salary: n/a

A temporary position has arisen within the Customer Services Team of our client based in Douglas. 
The role would suit a high performing new business expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements. 


The main duties for the role holder will include: 
o Reviewing new business applications to ensure they are in line in line with the Isle of Man Financial Services Authority AML/ CFT Requirements and Guidance. 

o Ensuring that new business applications have been accepted in line with internal guidelines 

o Contacting Financial Advisers and Customers to request outstanding information 

o Processing new business applications

 

Typical Knowledge and Experience: 
To ensure that this role is carried out to the desired level, the successful candidate should have the following skills and experience: 


o A minimum of 1 years' experience within a new business role within Life Assurance. 

o An understanding of the Insurance ( Anti-Money Laundering ) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/ CFT Requirements and Guidance. 

o Communication and organisational skills 

o Ability to deliver against deadlines o Ability to deliver accuracy and quality performance

Job Sector / Roles

No Sector has been assigned for this job...

Desirable Qualifications

No qualifications have been assigned for this job...

Interested? Contact Us!

Phone: (01624) 620297

Email mail@miracles.co.im

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